propipelines.com meets Xero
Connect propipelines.com with Xero to manage your leads, sync invoices, and turn leads into customers
- Create Xero invoices and quotes from propipelines.com with one click. Lead information is automatically pushed to Xero to avoid manual entry.
- Attach Xero invoices to leads in propipelines.com and automatically change lead status to WON with updated deal amount.
About Xero
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow.
- Run your business on the go. Use the mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
About propipelines.com
propipelines.com is a lead management software that reflects the sales process from lead creation to lead conversion.
- Easily create leads from several sources including business cards, e-mails, web forms, etc.
- Distinctively manage cold prospects and hot leads
- Efficient end-to-end lead management
- Don’t drop important leads and close more deals!
How to connect no CRM.io & Xero
Login to your propipelines.com account and go to the Admin Panel to select Xero. Click on Connect my Xero account and enter your credentials to enhance your sales teams’ workflow.
For more information on what you can do with our Xero integration, visit our help page here.